Modern Reports in QBO Advanced

Unofficial QuickBooks Accountants Podcast

Hector and Alicia explore the extensive capabilities of QuickBooks Online Advanced's modern reports and custom report builder. They walk through key features including dynamic column customization, Boolean filters, multi-level grouping, pivot tables, and interactive charts - demonstrating how these tools can transform raw data into actionable insights. The hosts share practical tips for leveraging related table data, creating KPI widgets, and maximizing the flexibility of the new reporting system, while also discussing how these features compare to classic QuickBooks reports.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Ignition - https://uqb.promo/ignition
Coefficient - https://uqb.promo/coefficient

Send your Questions/Comments (we could read/answer them on air) [e-mail]

Links/Apps Mentioned in this episode:

• Enroll for Alicia’s Nov-Dec QBO Complete Hands-On Training (HOT) at https://royalwise.lpages.co/qbo-complete/
• Intuit’s 2024 Investor Day event: https://www.youtube.com/embed/8cJ9vqr6gYg?si=C3UD7Hsxu2QMtx4r
• Hector's App - RightTool www.righttool.app
• Alicia’s 1099 class: http://royl.ws/QBO1099
• Alicia's RoyalWise OWLS QBO Training - http://royl.ws/uqapodcast
• Intuit Connect Conference www.quickbooksconnect.com
• Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
• The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
• QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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• (00:00) - Welcome to the Unofficial QuickBooks Accountants Podcast
• (02:19) - Exploring Custom Report Builder Templates
• (05:22) - Visualizing Reports with Chart View
• (10:22) - Advanced Filtering and Boolean Logic
• (18:21) - Grouping and Subgrouping Data
• (22:20) - Leveraging More Columns for Detailed Insights
• (28:21) - Pivot Tables and Summary Reports
• (30:01) - Benefits of Pivot Tables
• (34:33) - General Options and Formatting
• (41:37) - Exporting and Sharing Reports
• (45:19) - Upcoming Classes and Events
• (48:05) - Conclusion and Final Thoughts